All Emerald GEMs Podcasts Episodes

Episode 10: Estate Tax Mitigation Strategies

Blair Talty |
Emerald GEMs

July 7—By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. The question now is: Have already strong estate tax mitigation opportunities become even more powerful in the pandemic?  National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.

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Episode 9: Pivots, Protections, and Possibilities for College Students and Parents

Jerry Inglet, Ed.D |
Emerald GEMs

June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.

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